Hannah Boundy, CFA®, CFP®
The Origins of the Kiddie Tax and 3 Ways to Invest (Tax-Efficiently) for Your Kids Â
A few great ways to help invest for and in your kids in a tax-efficient manner.
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Hannah Boundy, CFA®, CFP®
Oct 26, 20236 min read
Living Intentionally with Our Wealth
Three tips for how to intentionally engage with our wealth and fight the inertia of money.
44 views
Vincent Chambers, Esq.
Sep 29, 20235 min read
Preserving Wealth with a Spousal Lifetime Access Trust (SLAT)
An overview of SLATs, when one might be appropriate, and potential drawbacks.
19 views
Yvonne Darby
Sep 28, 20235 min read
Why your Financial Planner needs a Financial Planner
The benefits of having a financial advisor and planner in your corner.
41 views
Yvonne Darby
Aug 22, 20234 min read
What's the Best Way to Save for My Child's or Grandchild's Future?
With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future.Â
23 views
Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
Why Meaning Matters in Legacy Planning (and how to find it)
Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
50 views
Hannah Boundy, CFA®, CFP®
Jul 19, 20233 min read
The Price of Cheap Legal Advice
Like so many other things in life, when it comes to legal advice – you get what you pay for.
36 views
Yvonne Darby
Jul 19, 20233 min read
A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
21 views
Guest Contributor
Jun 14, 20232 min read
Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
21 views
Hannah Boundy, CFA®, CFP®
Jun 14, 20236 min read
5 Tips for Raising Kids in the Face of a Large Inheritance
Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.
44 views
Vincent Chambers, Esq.
May 17, 20234 min read
Should I Have a Trust for My Pets?
An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.
20 views
Hannah Boundy, CFA®, CFP®
May 17, 20233 min read
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
24 views
Yvonne Darby
May 17, 20233 min read
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
19 views
Yvonne Darby
Apr 20, 20234 min read
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
28 views
Vincent Chambers, Esq.
Apr 18, 20235 min read
Should My Trust Have Co-Trustees?
Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
74 views
Hannah Boundy, CFA®, CFP®
Apr 17, 20233 min read
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.Â
37 views
Vincent Chambers, Esq.
Mar 15, 20234 min read
The Tax Law is Changing – Can a Grantor Retained Annuity Trust (GRAT) Help?
Exploring how a GRAT works in light of the changing estate and gift tax exemption.
70 views
Yvonne Darby
Mar 14, 20235 min read
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?Â
50 views
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 views
Yvonne Darby
Jan 11, 20232 min read
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
19 views
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